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As an Investment Advisor with CIBC Wood Gundy, servicing Vancouver and the Lower Mainland, I primarily work with a select and small group of successful business owners and professionals, whose main financial desires are protection from taxes, maintaining their lifestyle in retirement and having simplified financial affairs.

I've developed and refined a process that puts all the pieces together for my clients, which I call the "business ownership to retirement" process. Through this comprehensive process, I identify strategies that can be taken advantage of to accumulate wealth, maximize retirement income and preserve a lasting legacy. I integrate all aspects of your financial affairs by engaging directly with your accountant, lawyer, and banker, and selecting from our own extensive professional network to ensure no detail is missed – no opportunity overlooked.